Review Detail

 
Financial Planning
by a4a-manage     December 10, 2008    
Overall rating 
 
 
4.1
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Silver - Excellent quick retirement assessment tool

Worth having even next to a complicated financial planning package.

User Review

The Good
Very affordable! Gives you answers to questions about retirement planning for most clients. Easy input - quick reports.
Support staff is very helpful and help you solve your questions.
What-if tool - helps to quickly assess different scenarios
The Bad
For asset allocation not useful.
The Bottom Line
Excellent!
Worth having even next to a complicated financial planning package.
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